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Verity & Verity, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verity & Verity, LLC on SCHD, newest first. How the timeline and the estimate are built.

Verity & Verity, LLC held 18,306 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,306 shares
    Change vs previous 13F -3,060 shares

    0.04% of the 13F portfolio, value $580,479.

    13F-HR 0001542108-26-000005 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,366 shares
    Change vs previous 13F +480 shares

    0.05% of the 13F portfolio, value $655,500.

    13F-HR 0001542108-26-000002 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,886 shares
    Change vs previous 13F +84 shares

    0.04% of the 13F portfolio, value $572,916.

    13F-HR 0001542108-26-000001 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,802 shares
    Change vs previous 13F -767 shares

    0.05% of the 13F portfolio, value $567,898.

    13F-HR 0001542108-25-000006 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,569 shares
    Change vs previous 13F +319 shares

    0.05% of the 13F portfolio, value $571,591.

    13F-HR 0001542108-25-000005 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,250 shares
    Change vs previous 13F +3,594 shares

    0.05% of the 13F portfolio, value $594,141.

    13F-HR 0001542108-25-000002 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,656 shares
    Change vs previous 13F +11,871 shares

    0.04% of the 13F portfolio, value $482,362.

    13F-HR 0001542108-25-000001 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,785 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $489,006.

    13F-HR 0001542108-24-000007 filed by Verity & Verity, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).